BWM
BerganKDV Wealth Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $19.3K | Hold |
79
| – | – | ﹤0.01% | 488 |
|
|
2023
Q1 | $17.1K | Hold |
79
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $17.7K | Hold |
79
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $16K | Hold |
79
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $15K | Hold |
79
| – | – | ﹤0.01% | 520 |
|
|
2022
Q1 | $16K | Buy |
+79
| New | +$16K | ﹤0.01% | 536 |
|
|
2020
Q3 | – | Sell |
-775
| Closed | -$116K | – | 914 |
|
|
2020
Q2 | $116K | Sell |
775
-100
| -11% | -$15K | 0.02% | 266 |
|
|
2020
Q1 | $116K | Sell |
875
-679
| -44% | -$90K | 0.02% | 243 |
|
|
2019
Q4 | $247K | Buy |
+1,554
| New | +$247K | 0.04% | 207 |
|